A leading retirement savings and income solutions market firm is seeking to add a Valuation Investment Analyst to their investment team. This position is a hybrid model with opportunities to work in the Topeka, KS, Des Moines, IA and New York, NY offices.
A top candidate will have the following qualifications:
- 1-4 years related experience required
- Bachelor's degree with major in Finance, Accounting, Economics, Statistics, Mathematics, Engineering, or related fields
- MBA/MS in Finance/Financial Mathematics and CFA candidates preferred
Responsibilities:
- Collaborate directly with analysts and PMs to develop, maintain and enhance valuation models
- Independently gather publicly available data
- Perform in-depth industry, market and competitor analysis to arrive at a fair value for individual investments
- Create and present memos and model write ups to the Model Review Working Group for approval
- Work directly with the Investment Technology Group to help implement models
